Pei-Ju Lee

Pei-Ju Lee

Director of Research - Equity at
Bradley, Foster & Sargent, Inc.
Consumer Services
Finance

Profile

Mr. Pei-Ju Lee is a Deputy Director of Research at Bradley, Foster & Sargent, Inc. His primary responsibility is to conduct research and analysis on individual stocks and industries.
He conducts on-site company visits to portfolio companies and participates in industry conferences and quarterly corporate earnings calls.
He also oversees the Firm’s Research Internship Program for college and graduate students.
Mr. Lee will also develop research capabilities for publicly traded Asian-domiciled firms, particularly in China, and perform competitive industry analysis to discern the presence or lack of competitive advantage and quantitative modelling of companies to assess their historical performance and develop forecasts of future company performance, in order to draw conclusions on the valuation of companies’ securities.
He will also perform macroeconomic analysis of the Chinese environment and contribute to research coverage of companies headquartered in China.
He received his undergraduate degree from National Taiwan University, a graduate degree from National Taiwan University and an MBA from the University of Connecticut School of Business.

Pei-Ju Lee active positions

CompaniesPositionStart
Director of Research - Equity 01/06/2025

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Finance

Consumer Services

Consumer Services